“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”

“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”

“Great relational database for information tracking, contact management, client management, distribution, and accounting.”

“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”

“It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support."

“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”

“We were really looking for where we could get the most bang for our buck when it came to software spend, especially after using an outdated, very manual system before. One of the main points that made the transition to Backstop such an easy decision was relationship tracking. Previously, we …

“Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”

“The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”

“We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able …

“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”

“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …

“Not only are we happy with the cost savings provided by Backstop, we’ve experienced at least a 10% improvement in report generation time. By moving performance reporting to Backstop, we’ve improved our data accuracy, and it’s even helped us better communicate across the team. We’ve been really impressed by Backstop’s …

“Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."

"Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."